PBD vs VIG

APBD

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · PBD $5,855

Lowest cost0.04%VIG · $4 on $10k

Most income1.63%PBD · $163 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.2%PBD and VIG

PBD

VIG

Invesco Global Clean Energy ETF · $99MVanguard Dividend Appreciation ETF · $109B

+8.2%3 years · per year$12,677 · $17,533+20.6%

−10.2%5 years · per year$5,855 · $17,005+11.2%

0.75%Expense ratio$75 · $4 on $10k · lower wins0.04%

1.63%12-mo yield$163 · $144 on $10k1.44%

−32.7%Worst dropSmaller wins−7.9%

26.1%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBD · VIG

1.0%HUBB0.1%

1.0%LFUS0.0%

Held in common0.2%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	APBD	Invesco Global Clean Energy ETFRead Desk		0.75%	1.63%	+2.3%	−1.3%	−4.8%	+8.2%	−10.2%	−32.7%	$99M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	APBD	Invesco Global Clean Energy ETFRead Desk		0.75%	1.63%	+2.3%	−1.3%	−4.8%	+8.2%	−10.2%	−32.7%	$99M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PBD vs VIG

PBD

Invesco Global Clean Energy

$5,855

VIG

Vanguard Dividend Appreciation

$17,005

MeasurePBDVIG

Fee0.75%0.04%

Cost on $10k a year$75$4

Yield1.63%1.44%

5 years, per year−10.2%+11.2%

3 years, per year+8.2%+20.6%

Worst drop · 1Y−32.7%−7.9%

Volatility · 1Y26.1%10.2%

5–1measures won
VIG first

0.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: PBD, VIG

Today

0.2%most shared, PBD and VIG

PBDVIG

PBD—0.2%

VIG0.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

PBD$163 − $75 = $88

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee